Rockefeller Capital Management
CFLT

Rockefeller Capital Management’s Confluent CFLT Stock Holding History

Rockefeller Capital Management’s Portfolio CFLT Stock Details CFLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-46,651
Closed -$1.41M – 4721
2025
Q4 		$1.41M Buy
46,651
+21,371
+85% +$525K ﹤0.01% 1397
2025
Q3 		$501K Buy
25,280
+2,422
+11% +$50.7K ﹤0.01% 1765
2025
Q2 		$570K Sell
22,858
-8,066
-26% -$182K ﹤0.01% 1521
2025
Q1 		$725K Buy
30,924
+3,830
+14% +$111K ﹤0.01% 1370
2024
Q4 		$758K Sell
27,094
-18,500
-41% -$496K ﹤0.01% 1349
2024
Q3 		$930K Sell
45,594
-14,827
-25% -$332K ﹤0.01% 1242
2024
Q2 		$1.78M Buy
60,421
+49,597
+458% +$1.43M 0.01% 1019
2024
Q1 		$330K Buy
+10,824
New +$306K ﹤0.01% 1567
2023
Q1 		– Sell
-150
Closed -$3K – 2285
2022
Q4 		$3K Hold
150
– – ﹤0.01% 3441
2022
Q3 		$3K Sell
150
-227
-60% -$6.12K ﹤0.01% 3463
2022
Q2 		$8K Buy
+377
New +$10.1K ﹤0.01% 3217

Other funds holding CFLT

SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Rockefeller Capital Management's CFLT Position: Q1 2026 in Review

Rockefeller Capital Management sold out of Confluent (CFLT) in Q1 2026, closing a stake of 46,651 shares — an estimated $1.41M sold.

Rockefeller Capital Management first reported a position in CFLT in Q2 2022 and held it in 11 quarters. The position peaked at $1.78M in Q2 2024. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Rockefeller Capital Management reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Rockefeller Capital Management sold 46,651 Confluent shares in Q1 2026, an estimated $1.41M.
  • Rockefeller Capital Management first reported a position in Confluent in Q2 2022 and held it in 11 quarters.
  • Rockefeller Capital Management's Confluent position peaked at $1.78M in Q2 2024.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.